Creating Sub-Folios in Folios

Prerequisites: Users require folio administrator+ permissions for the folio to complete this task.
Users who have both folio and site administrator permissions, see Creating Sub-Folios in Cartella Site Settings for details to create sub-folios in any Cartella site folio.

You can create as many sub-folios with a folio as you like.
To create a sub-folio within a folio:
  1. Log in to Cartella.
  2. Navigate to [name-of-parent-folio] > Manage > Create Sub-Folio.

    The Create Folio view displays.
  3. Enter the folio name in Name field.
  4. Enter the folio description in the Description field. Use the HTML editor to add formatting, links, media, and view the HTML source code.
  5. Drag or upload an image file to the Folio Image field to display as the folio's thumbnail image.
  6. Select categories to associate with the folio.
    Administrators can click Create Category to create a new category to associate with the folio.
  7. Select a sharing permission in the Sharing drop-down list. Choose one of the following:
    Sharing PermissionDescription

    Inherits the sharing level from its parent folio.


    Allows anyone see the folio and its contents, including viewers who are not logged in to Cartella.

    Logged InDisplays the content only to logged-in users.
    Specific Groups and Users

    Displays the content only to selected groups or individual members.

    If you select this sharing level, a form for selecting users and groups displays.


    Displays the folio and its contents only to the folio creator.


    Displays content only to user connections of the creator.

    We recommend using Inherited permissions whenever possible. Having many items marked Specific Groups and Users may degrade performance, especially on large sites.
  8. Select or clear the Send Email Notifications Upon Save checkbox. Select users and groups to receive email notifications.
  9. Select or clear restrictions.
    Read OnlyPrevents everyone except administrators from editing folio content.
    Users can view the read only folio.
    Locked Prevents users from creating sub-items or comments.
    Users can view the locked folio.
    Auto Approve

    Automatically approves all sub-items and lower-level items of the site structure.

  10. Click Submit.
    Cartella creates the sub-folio.